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In a constantly evolving financial services landscape – where a sea of financial guidance and options are a click away – advisors are faced with the challenge of demonstrating their value to clients in a manner that goes beyond product and performance. By making relationship- building a regular part of your business model, you can solidify your commitment to your clients and differentiate yourself from other advisors.

There are actionable and timely opportunities throughout the year that make it easy to reach out and create lasting, productive client relationships – even during the unprecedented times of COVID-19.

PR ACTICE MANAGEMENT | FOR YOUR BUSINESS

2022 Client Outreach Opportunities

Maximize relationships. Increase engagement.

The 2022 Client Outreach Calendar now includes event menus created by New York Life Investments to help you plan your next client event.

Financial Education Health & Fitness Mixology & Tastings Sports

ESG

Client Appreciation

Seasonal & Holiday

Charity/Philantrophy

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Sunday Monday Tuesday Wednesday Thursday Friday Saturday PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER

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Client Outreach Opportunities

January

2022

30 31

Rose Bowl College Regular Decision Application Deadline

World Day of Peace Global Family Day

Trivia Day

Law Enforcement

Appreciation Day Cut Your Energy Costs Day

Month

National Mentoring Month

Financial Wellness Month

Thank You Month

Week

1st-7th New Years Resolution Week 9th-15th Universal Letter Writing Week

31st-Feb 4th Tax Identity Theft Awareness Week

Pharmacists’ Day National Bagel Day

Martin Luther King Jr.

Day Cheese Lovers Day World

Snowboard Day

Spouse Day National

Compliment Day

Financial

Education Health &

Fitness Mixology &

Tastings

Sports

ESG

Client Appreciation Seasonal

& Holiday Charity/

Philanthropy

Miscellaneous

(3)

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

1 2 3 4 5

6 7 8 9 10 11 12

13 14 15 16 17 18 19

20 21 22 23 24 25 26

27 28

PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER

Client Outreach Opportunities

February

2022

National Boy Scouts Day

Month

Senior Independence Month

Time Management Month

International Friendship Month

Black History Month

Week

1st-6th International Networking Week 7th-15th National Marriage Week

Presidents' Day

Random Acts of

Kindness Day National Drink Wine Day Autism Sunday

Super Bowl World Marriage Day

Love Your Pet Day

Valentine's Day Daytona 500

Inventors' Day National Women

Physicians' Day World Cancer Day World Nutella Day

World Bartenders Day National

Freedom Day Chinese New Year

Ground Hog Day National Signing Day (High School Athletes for college)

Financial Education Health &

Fitness Mixology &

Tastings

Sports

ESG

Client Appreciation Seasonal

& Holiday Charity/

Philanthropy

Miscellaneous

(4)

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

1 2 3 4 5

6 7 8 9 10 11 12

13 14 15 16 17 18 19

20 21 22 23 24 25 26

27 28 29 30 31

PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER

Client Outreach Opportunities

March

2022

Academy Awards

Month

Credit Education Month Women's History Month National Investors' Month

American Red Cross Month

Week

6th-12th Teen Tech Week 6th-12th Girl Scout Week

13th-April 4th

March Madness St. Patrick's Day

First Day of Spring

Common Courtesy Day

World Poetry Day

Doctors' Day Take a Walk in the Park Day

National Mom & Pop Business Owners’ Day Dentists' Day

Read Across

America Day World Wildlife Day

National Day of Unplugging Employee Appreciation Day

World Water Day International

Women's Day 10th-13th Players

Championship (Golf)

Financial Education Health &

Fitness Mixology &

Tastings

Sports

ESG

Client Appreciation Seasonal

& Holiday Charity/

Philanthropy

Miscellaneous

Mardi Gras

National Pancake Day

MLB Opening Day

(5)

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

1 2

3 4 5 6 7 8 9

10 11 12 13 14 15 16

17 18 19 20 21 22 23

25 26 27 28 29 30

24

PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER

Client Outreach Opportunities

April

2022

Financial Education Health &

Fitness Mixology &

Tastings

Sports

ESG

Client Appreciation Seasonal

& Holiday Charity/

Philanthropy

Miscellaneous

Month

Keep America Beautiful Month

Financial Literacy Month

International Customer Loyalty Month

Humor Month

Week

5th-10th Explore Career Options Week

5th-11th National Student Employment Week 17th-23rd Volunteer Week

Tax Day

Get to Know Your Customer Day National Student-

Athlete Day

7th-10th Masters World Health Day

National Beer Day Zoo Lovers Day College Basketball

National Championship

Golfers' Day Sibling Day

April Fool's Day

Adopt a Shelter Pet Day National

Prime Rib Day Tell a Story Day Administrative Professionals' Day

Earth Day

Patriots Day Volunteer

Recognition Day

NBA Playoffs Start

(6)

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

2

1 3 4 5 6 7

8 9 10 11 12 13 14

15 16 17 18 19 20 21

22 23 24 25 26 27 28

29 30 31

PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER

Client Outreach Opportunities

May

2022

Month

Military Appreciation Month

Barbeque Month Family Wellness Month

National Teen Self-Esteem Month

Week

1st-7th Pet Week 2nd-6th Teacher Appreciation Week 8th-14th Women's Health Week

Loyalty Day

Kentucky Derby Join Hands Day Cinco de Mayo

Star Wars Day

Nurses' Day

Military Spouses' Day Childcare

Provider Day

Mother's Day

Stamp Out Hunger Food Drive Day World Cocktail Day

19th-22nd PGA Championship

National Endangered Species Day

National Pizza Party Day

Preakness Stakes Armed Forces Day

World Whisky Day

International Tea Day

Memorial Day

Financial

Education Health &

Fitness Mixology &

Tastings

Sports

ESG

Client Appreciation Seasonal

& Holiday Charity/

Philanthropy

Miscellaneous

(7)

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

1 2 3 4

5 6 7 8 9 10 11

12 13 14 15 16 17 18

19 20 21 22 23 24 25

26 27 28 29 30

PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER

Client Outreach Opportunities

June

2022

Month

Camping Month

Homeownership Month

Safety Month

Alzheimer's & Brain Awareness Month

Pride Month

Week

5th-11th Business Etiquette Week 4th-10th Fishing &

Boating Week 13th-19th Men's Health Week

National Donut Day

Belmont Stakes World

Environment Day May 16th-June 5th French Open

Global Day of Parents Running Day NBA Finals Game 1

World Oceans Day

National

Best Friends Day

Juneteenth

Father's Day First Day of Summer

World Handshake Day Flag Day

U.S. Army Birthday World Blood

Donor Day Worldwide Day

of Giving 13th-19th

U.S. Open (Golf)

International Sushi Day Go Fishing Day

Insurance Awareness Day

Financial

Education Health &

Fitness Mixology &

Tastings

Sports

ESG

Client Appreciation Seasonal

& Holiday Charity/

Philanthropy

Miscellaneous

(8)

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

1 2

3 4 5 6 7 8 9

10 11 12 13 14 15 16

17 18 19 20 21 22 23

24 25 26 27 28 29 30

PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER

Client Outreach Opportunities

July

2022

31 Culinarians’ Day

Hire a Veteran Day National Wine and Cheese Day

MLB Home Run Derby

National Moon Landing Day

Independence Day

International Plastic

Bag Free Day Chocolate Day

Bastille Day Give Something Away Day

World Listening Day Cheer up the Lonely Day June 27th-July 10th

Wimbledon

Intern Day Scotch Day

Aunt & Uncle Day National Parents' Day

Month

National Ice Cream Month

Family Golf Month Culinary Arts Month Sandwich Generation Month

Week

17th-23rd National Parenting Gifted Children Week 17th-23rd Independent Retailers Week

Financial Education Health &

Fitness Mixology &

Tastings

Sports

ESG

Client Appreciation Seasonal

& Holiday Charity/

Philanthropy

Miscellaneous

(9)

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER

Client Outreach Opportunities

August

2022

Month

Back to School Month What Will be Your Legacy Month Happiness Happens Month

Family Fun Month

International

Cat Day National

Women's Day International

Youth Day

International Homeless Animals Day

Nonprofit Day

Women's Equality Day

Love Litigating Lawyers Day National Red

Wine Day Aug 29th-Sept 11th US Open (Tennis)

Tell a Joke Day Purple Heart Day

International Beer Day Coast Guard Day

Single Working Women's Day Regatta Day

Twins' Day

Bowling Day

Week

1st-6th Simplify Your Life Week

7th-13th Exercise with Your Child Week 25th-31st National Be Kind to Humankind Week Financial

Education Health &

Fitness Mixology &

Tastings

Sports

ESG

Client Appreciation Seasonal

& Holiday Charity/

Philanthropy

Miscellaneous

NFL Season Kickoff

(10)

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

1 2 3

4 5 6 7 8 9 10

11 12 13 14 15 16 17

18 19 20 21 22 23 24

25 26 27 28 29 30

PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER

Client Outreach Opportunities

September

2022

Week

11th-17th Assisted Living Week

20th-25th Build a Better Image Week

Month

California Wine Month

Disaster Preparedness Month

Healthy Aging Month Intergeneration Month Nutrition Month

National Gymnastics Day

U.S. Air Force Day

Working Parents' Day

First Day of Fall American Business Women's Day

Family Health &

Fitness Day National Hunting &

Fishing Day International

Day of Charity Labor Day International

Literacy Day National 401(k) Day World Suicide

Prevention Day

Ask a Stupid Question Day

Financial

Education Health &

Fitness Mixology &

Tastings

Sports

ESG

Client Appreciation Seasonal

& Holiday Charity/

Philanthropy

Miscellaneous

Programmers' Day

Patriot Day

(11)

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

1

2 3 4 5 6 7 8

9 10 11 12 13 14 15

16 17 18 19 20 21 22

24 25 26 28 29

23 27

PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER

Client Outreach Opportunities

October

2022

National Golf Lovers Day Sept 17th-Oct 3rd

Oktoberfest World Teachers' Day

Cheese Day

International Coffee Day

Checklist Day Halloween

World Homeless Day Columbus Day

U.S. Navy Day Take Your Parents

to Lunch Day

Boss' Day

National Liqueur Day

National First Responders' Day International

Artists' Day

World Series To be determined

United Nations Day

Week

3rd-7th

Customer Service Week 9th-15th

Food Bank Week 16th-22nd National Retirement Security Week

Month

Financial Planning Month Breast Cancer

Awareness Month Country Music Month Global Diversity Awareness Month Emotional Awareness Month

30 31

Financial Education Health &

Fitness Mixology &

Tastings

Sports

ESG

Client Appreciation Seasonal

& Holiday Charity/

Philanthropy

Miscellaneous

(12)

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

1 2 3 4 5

6 7 8 9 10 11 12

13 14 15 16 17 18 19

20 21 22 23 24 25 26

28 29 30

27

PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER

Client Outreach Opportunities

November

2022

Financial Education Health &

Fitness Mixology &

Tastings

Sports

ESG

Client Appreciation Seasonal

& Holiday Charity/

Philanthropy

Miscellaneous

Month

Adoption Month

Family Caregivers Month

PTA Healthy Lifestyles Month

Military Family Month

Take a Hike Day World Peace Day

Children's Day

National Philanthropy Day

U.S. Marine Corps Day

International Accounting Day Young Readers Day

Cappuccino Day Veterans Day

World Kindness Day

Healthy Eating Day Early Decision College

App Deadline

NYC Maration

Thanksgiving National

Espresso Day

National Day of Giving/Giving Tuesday

Black Friday Small Business Saturday

Week

14th-20th American Education Week 12th-19th

Entrepreneurship Week 13th-19th International Fraud Awareness Week 14th-20th Global Entrepreneurship Week

(13)

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

1 2 3

4 5 6 7 8 9 10

11 12 13 14 15 16 17

18 19 20 21 22 23 24

26 27 28 29 30 31

25

PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER

Client Outreach Opportunities

December

2022

Financial Education Health &

Fitness Mixology &

Tastings

Sports

ESG

Client Appreciation Seasonal

& Holiday Charity/

Philanthropy

Miscellaneous

Month

Stress Free Family Holiday Month

Write a Business Plan Month

Write a Friend Month

Human Rights Month

National Tie Month

Week

5th-11th Computer Science Education Week 5th-9th Older Driver Safety Awareness Week

International Day of People with Disabilities

Repeal of Prohibition Day

UNICEF Day U.S. National

Guard Day

Bake Cookies Day Winter Solstice

Thank You Note Day Card Playing Day National Bacon Day New Year's Eve

Pearl Harbor Day

International Civil

Aviation Day

National

Salesperson Day Human Rights Day

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Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

Please refer to your firm’s policies regarding gifts and entertainment for applicable approval procedures and limits.

This material is provided as a resource for information only. Neither New York Life Insurance Company, New York Life Investment Management LLC, their affiliates, nor their representatives provide legal, tax, or accounting advice. You are urged to consult your own legal and tax advisors for advice before implementing any plan.

For more information newyorklifeinvestments.com

The Advisor Advancement Institute is a program within New York Life Investments. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

Not FDIC/NCUA Insured Not a Deposit May Lose Value No Bank Guarantee Not Insured by Any Government Agency

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